Stocks New Money has covered
This channel has 3 credited speakers: Li Lu, Michael Bury (for the exit signal), Pershing Square
New Money
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1.1M subscribers · 446 videos · Started 2017-02
High-quality videos about stock market investing. Content designed to help you achieve financial freedom sooner!
Fact1.1M subscribers · 3 US-stock videos in the last 90 days
RosterIn the roster since Aug 11 for $GOOGL $NVDA · last checked Sep 13 13:01
$BRK.BNo side taken2026-09-061 entryBerkshire's Google buy aims to outperform Treasuries and match AI trends; however, some investors like Michael Bury have exited BRK.B positions.
$CRMBullish2026-09-061 entrySalesforce's strong competitive moat (institutional records) protects against AI disruption, supporting margin expansion and making it a good investment at current prices.
$GOOGLNo side taken2026-09-062 entriesGOOGL faces short-term downside risk to ~$150 from potential data center write-offs, despite a positive long-term outlook relative to bonds.
$AMZNNo side taken2026-08-251 entryAmazon's AI-driven growth justifies its heavy spending and debt, but the negative free cash flow and rising leverage make both bullish and bearish stances reasonable.
$KSPIBullish2026-08-251 entryKaspi is a buy: core Kazakhstan business is a growing monopoly with strong cash flow, and the Turkey expansion offers asymmetric upside.
$MABullish2026-08-251 entryMastercard is undervalued by 47% per DCF, with high margins and a wide moat, making it an attractive investment.
$NFLXBullish2026-08-251 entryNetflix is a profitable, cash-generative streaming leader, estimated 20% undervalued, making it a good investment.
$PDDBullish2026-08-251 entryPDD is undervalued, presenting an opportunity for value investors, despite risks.